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Asset Allocation Strategies’s iShares Russell Top 200 ETF IWL Stock Holding History

Asset Allocation Strategies’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Sell
5,586
-369
-6% -$66.3K 0.16% 84
2026
Q1 		$956K Sell
5,955
-340
-5% -$57.3K 0.17% 82
2025
Q4 		$1.07M Sell
6,295
-496
-7% -$83.8K 0.2% 77
2025
Q3 		$1.13M Sell
6,791
-2,284
-25% -$363K 0.22% 77
2025
Q2 		$1.39M Sell
9,075
-1,778
-16% -$251K 0.31% 67
2025
Q1 		$1.49M Sell
10,853
-3,999
-27% -$580K 0.37% 66
2024
Q4 		$2.22M Sell
14,852
-3,792
-20% -$549K 0.53% 45
2024
Q3 		$2.62M Sell
18,644
-6,753
-27% -$915K 0.75% 39
2024
Q2 		$3.4M Sell
25,397
-134
-0.5% -$17.1K 1.14% 28
2024
Q1 		$3.25M Sell
25,531
-505
-2% -$61.2K 1.15% 28
2023
Q4 		$3M Buy
26,036
+4,971
+24% +$538K 1.17% 29
2023
Q3 		$2.18M Buy
21,065
+1,455
+7% +$156K 1% 28
2023
Q2 		$2.09M Buy
19,610
+14,703
+300% +$1.48M 0.99% 30
2023
Q1 		$478K Sell
4,907
-10,370
-68% -$976K 1.38% 26
2022
Q4 		$1.37M Buy
+15,277
New +$1.39M 0.93% 29

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Asset Allocation Strategies's IWL Position: Q2 2026 in Review

Asset Allocation Strategies reduced its iShares Russell Top 200 ETF (IWL) stake by 6.2% in Q2 2026, selling an estimated $66.3K and leaving 5,586 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #84.

Asset Allocation Strategies first reported a position in IWL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.4M in Q2 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Asset Allocation Strategies held 5,586 shares of iShares Russell Top 200 ETF worth $1.03M as of Q2 2026.
  • Asset Allocation Strategies sold 369 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $66.3K.
  • iShares Russell Top 200 ETF made up 0.16% of Asset Allocation Strategies's portfolio in Q2 2026, its #84 holding.
  • Asset Allocation Strategies first reported a position in iShares Russell Top 200 ETF in Q4 2022 and has held it in 15 quarters since.
  • Asset Allocation Strategies's iShares Russell Top 200 ETF position peaked at $3.4M in Q2 2024.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.